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COOPER FINANCIAL SERVICES, INC.
Tel: 203-248-1972
1000 Bridgeport Avenue Suite 308
Shelton, Connecticut 06484
COOPER FINANCIAL SERVICES, INC.
COOPER FINANCIAL SERVICES, INC. is a Shelton, Connecticut based financial advisory firm with nearly $170,512,440 in assets under management and provides investment advisory services for 1684 clients. There are currently 4 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Pesnsion consulting services , Selection for other advisors
Fee Structure:
A percentage of AUM
Firm CRD#:
104671
SEC#:
801-24288
No. of Clients:
1684
Assets under Management
$170,512,440
No. of Advisors:
4
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